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Sigma Planning Corp’s Powell Industries POWL Stock Holding History

Sigma Planning Corp’s Portfolio POWL Stock Details POWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$785K Sell
2,741
-232
-8% -$62.9K 0.02% 700
2026
Q1 		$536K Sell
2,973
-8,490
-74% -$1.39M 0.01% 799
2025
Q4 		$1.22M Sell
11,463
-11,973
-51% -$1.34M 0.03% 471
2025
Q3 		$2.38M Buy
23,436
+12,570
+116% +$1.07M 0.07% 283
2025
Q2 		$762K Buy
10,866
+273
+3% +$16.5K 0.02% 607
2025
Q1 		$601K Buy
+10,593
New +$738K 0.02% 655

Other funds holding POWL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sigma Planning Corp's POWL Position: Q2 2026 in Review

Sigma Planning Corp reduced its Powell Industries (POWL) stake by 7.8% in Q2 2026, selling an estimated $62.9K and leaving 2,741 shares worth $785K. The position accounts for 0.02% of the portfolio, ranked #700.

Sigma Planning Corp first reported a position in POWL in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.38M in Q3 2025. 581 funds tracked by Wall St. Rank hold POWL as of Q2 2026.

  • Sigma Planning Corp held 2,741 shares of Powell Industries worth $785K as of Q2 2026.
  • Sigma Planning Corp sold 232 Powell Industries shares in Q2 2026, an estimated $62.9K.
  • Powell Industries made up 0.02% of Sigma Planning Corp's portfolio in Q2 2026, its #700 holding.
  • Sigma Planning Corp first reported a position in Powell Industries in Q1 2025 and has held it in 6 quarters since.
  • Sigma Planning Corp's Powell Industries position peaked at $2.38M in Q3 2025.
  • 581 funds tracked by Wall St. Rank held Powell Industries as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.